Lauer Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Lauer Wealth, LLC

  • $130 Billion
  • Q1 2025
Number of Shares
258,150
Previous 228,450 13.0%
Holding current value
$7.51 Billion
Previous $6.86 Billion 9.43%
% of portfolio
5.78%
Previous 4.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
N/A
29,700 Added 13.0%
258,150 $7.51 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
500 Added 0.22%
228,450 $6.86 Billion
Q3 2024

Oct 24, 2024
BUY
N/A
3,750 Added 1.67%
227,950 $7.08 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
1,500 Added 0.67%
224,200 $6.58 Billion
Q3 2023

Oct 17, 2023
BUY
N/A
222,700 New
222,700 $5.51 Billion
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